Trusted CFO Services

Trusted CFO Services

Small Business Accounting Services...

Stay ahead of the competition. Our team of experienced tax and accounting professionals is ready to help you achieve the financial success you work hard for.

What We Do

  • Payroll
  • Benchmarking & Planning
  • Cash Flow Management & A/P
  • Meaningful Financial Statements

Get the services that best fit your needs.

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we'll do the following things for you...

  • Reconcile your bank account
  • Generate an income statement
  • Generate a balance sheet
  • Clean up your general ledger

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

We also have the knowledge and expertise to assist you with a variety of accounting software; including QuickBooks and Intacct.

Executive Operational Guidance

Every organization can benefit from being introspective, skeptical and analytical regarding their finances.  We work with organizations to develop the predictive capabilities necessary to adapt to rapid changes and outperform their peers.  Specifically, we can help you with:

  • Driving growth from new markets and opportunities.
  • Enhance cash management through working capital optimization and better capital allocation.
  • Improve finance operations by focusing on operational effectiveness, financial analytics as well as budgeting and forecasting.
  • Enable efficient regulatory compliance.
  • Effectively manage risk by identifying sources and improvements to mitigate high risk areas.

Payroll Services

We offer customized electronic payroll systems to meet the specific needs and demands of your business. Letting us handle your payroll means you never have to worry about keeping up with tax law or reporting requirements again.

Our payroll system provides a wide array of options including direct deposit, compliance reporting, tax filing and more. We can set-up automatic reports to allow you to review you payroll as efficiently as possible.

Our payroll system includes the following capabilities:

  • Withholdings calculations for Federal and all 50 states
  • Multiple payroll schedules and types including retroactive, tips, and reimbursements
  • Direct Deposit
  • Wide array of standard deductions and an unlimited number of custom deductions
  • Tracking and accrual of vacation, personal, and sick time
  • Electronic payment of federal and state payroll taxes
  • Filing of quarterly and annual federal and state payroll forms
  • Complete W-2 and W-3 reporting
  • Full range of compliance reports
  • Our professional advice and guidance on payroll matters

Bookkeeping Services

Good financial information provided in a timely and accurate manner is essential to good management. Let us perform your bookkeeping and save yourself time, money and distractions.  This will allow you to focus on what you do best – running your business. Our firm provides a full range of bookkeeping services including the following:

  • General ledger & financial statement preparation
  • Adjusting journal entries
  • Book keeping on a Monthly, Quarterly or Annual basis
  • Accounting system setup for new businesses